MICHAEL ZVON

• Leverage SQL and VBA to automate monthly IRR reporting across 150+ MSR deals, improving the efficiency and consistency of recurring portfolio analysis.
• Develop portfolio analyses and investor reporting to evaluate mortgage assets and support portfolio management decisions.
• Developed portfolio analyses and investor reporting to evaluate mortgage assets, informing strategic portfolio management decisions.
• Utilized SQL, Excel, VBA, and Power BI to extract, transform, analyze, and visualize large datasets, enhancing data accessibility for decision-making.
• Build and maintain analytical tools and automated workflows to streamline recurring reporting and portfolio management processes.
• Analyzed portfolio and loan-level performance to identify trends, delivering actionable insights for portfolio management and investment teams.
• Leverage Claude and AI-assisted workflows to accelerate data analysis, research, and process automation.

• Supported portfolio management activities by conducting financial analysis, data analysis, and preparing investor and investment materials that informed decision-making.
• Analyzed mortgage and portfolio data, enhancing understanding of mortgage servicing rights and alternative asset management strategies.
• Transitioned to a full-time Portfolio Management Analyst role following completion of the internship.

• Developed financial models and analyses for presentations to prospective investors and client companies.
• Prepared investment-related materials and conducted financial analyses to support investment decisions.
• Assisted in preparing detailed financial reports to enhance client presentations and communications.
• Collaborated with senior analysts to evaluate portfolio performance and recommend adjustments.

• Acquired knowledge of equity markets, brokerage operations, and risk management while supporting the Equities Risk Officer.
• Utilized Bloomberg for financial and market research.

Registered candidate for the CFA Level I exam; studying ethics, quantitative methods, fixed income, portfolio management, and equity valuation to strengthen investment analysis and portfolio management capabilities.